According to BlockBeats, SpaceX will release its 2026 third-quarter earnings after the U.S. stock market closes on Oct. 20. Financial and operating results are due after the close, which corresponds to 4:00 a.m. Beijing time the next day. Management will then host a live audio-only webcast to discuss the results at 4:30 a.m. Beijing time. A live stream and replay will be available on the company’s investor relations website.
This will be SpaceX’s second full quarterly report since its listing. In the previous quarter, the company posted about $7.8 billion in revenue, up roughly 92% year over year, and a net loss of $541 million.
Market consensus for the third quarter is centered on revenue of about $12.9 billion, with year-over-year growth expected to accelerate sharply. The main driver cited in the consensus view is the company’s AI computing business. Investors are also watching whether SpaceX can deliver its first profitable quarter since going public, along with the pace of capital expenditure, especially spending tied to AI.
Other earnings reports on the market’s radar
Two other U.S. earnings releases are also drawing attention on the same day: Netflix (NFLX) and Vicor (VICR).
Netflix: guidance and user activity in focus
Netflix is set to report third-quarter results after the close. Consensus estimates point to EPS of about $0.82 and revenue of roughly $12.87 billion to $12.88 billion, up about 12% from a year earlier. That would mark the company’s slowest third-quarter growth rate in nearly three years.
The company has recently moved ahead with layoffs while increasing spending on advertising and sports content. Its share price has fallen close to a 52-week low. The options market is pricing in an implied move of about 10%. If guidance comes in soft or user activity misses expectations, that could put additional pressure on risk appetite.
Vicor: AI power demand seen as a key read-through
Vicor will report third-quarter earnings before the market opens. The market expects revenue of about $187 million, up roughly 69% year over year, with EPS projected at $1.24 to $1.32.
The company’s core business is vertical power delivery modules, making it a direct beneficiary of demand from AI servers and high-performance computing. Management has raised revenue guidance several times recently and has also secured AI-related licensing income. If results come in above expectations, investors may treat that as a positive signal for demand across AI infrastructure power systems.